Latest Institutional Transactions on New Jersey Resources Corp (NJR)
This table provides information on the latest institutional transactions involving New Jersey Resources Corp (NJR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
CALL |
-1K- 66.67% |
$48.8K - $53.2K
|
500
$24K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
42New |
$2.05K - $2.23K
|
42
$2.01K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
508New |
$24.8K - $27K
|
508
$24.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.84KNew |
$187K - $204K
|
3.84K
$184K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-3.58K- 3.83% |
$175K - $191K
|
90K
$4.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.76% |
$195 - $213
|
528
$25.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
30.9KNew |
$1.51M - $1.64M
|
30.9K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
5.32KNew |
$260K - $283K
|
5.32K
$255K
|
|
| Q4 2022 | |||||||
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
13.4KNew |
$520K - $677K
|
13.4K
$640K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.94KNew |
$309K - $402K
|
7.94K
$381K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
31.6KNew |
$1.23M - $1.6M
|
31.6K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.32KNew |
$207K - $270K
|
5.32K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
658New |
$25.6K - $33.4K
|
658
$31.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-32.6K- 76.42% |
$1.27M - $1.65M
|
10.1K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.48MNew |
$57.7M - $75.1M
|
1.48M
$71M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
CALL |
-500- 2.94% |
$19.5K - $25.4K
|
16.5K
$791K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.24K- 37.55% |
$126K - $164K
|
5.39K
$259K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140+ 10.46% |
$5.46K - $7.1K
|
1.48K
$70.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.48KNew |
$175K - $227K
|
4.48K
$215K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
36New |
$1.4K - $1.83K
|
36
$1.73K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.21KNew |
$164K - $214K
|
4.21K
$202K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
162New |
$6.31K - $8.21K
|
162
$7.77K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
56+ 15.64% |
$2.18K - $2.84K
|
414
$19.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
2.74KNew |
$107K - $139K
|
2.74K
$131K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
351New |
$13.7K - $17.8K
|
351
$16.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
42New |
$1.64K - $2.13K
|
42
$2.01K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$60.1K - $78.2K
|
1.54K
$73.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
212New |
$8.26K - $10.7K
|
212
$10.2K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-164Closed |
$6.35K - $7.74K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3.15K- 47.58% |
$122K - $149K
|
3.47K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
70+ 0.3% |
$2.71K - $3.3K
|
23.1K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.65K- 3.98% |
$335K - $408K
|
209K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
8.19KNew |
$317K - $386K
|
8.19K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
986+ 0.44% |
$38.2K - $46.5K
|
224K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.54KNew |
$214K - $261K
|
5.54K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-377- 7.2% |
$14.6K - $17.8K
|
4.86K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.69K- 71.36% |
$182K - $221K
|
1.88K
$90.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.69K- 17.31% |
$65.3K - $79.6K
|
8.06K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-36.3K- 49.79% |
$1.4M - $1.71M
|
36.6K
$1.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
190New |
$7.35K - $8.97K
|
190
$9.11K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
660New |
$25.5K - $31.1K
|
660
$31.6K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-40Closed |
$1.65K - $1.89K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.3KNew |
$425K - $485K
|
10.3K
$493K
|
|
|
Aug 15, 2022
Q2 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
4.59KNew |
$189K - $216K
|
4.59K
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.15KClosed |
$130K - $149K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.32KClosed |
$261K - $298K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-261Closed |
$10.8K - $12.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-40KClosed |
$1.65M - $1.89M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5.3KClosed |
$219K - $250K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Coann Capital LLC
Westport, CT |
SELL
|
- |
-87.8KClosed |
$3.63M - $4.14M
|
0
$0
|
|